EWM
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Empirical Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Empirical Wealth Management’s Portfolio PGF Stock Details PGF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,487
Closed -$150K – 718
2025
Q1 		$150K Buy
+10,487
New +$150K ﹤0.01% 621